Custom Truck One Source, Inc.(CTOS)Stock Analysis
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Rank #1,078 of 2,962 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CTOS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Custom Truck One Source, Inc. (CTOS), a Industrials sector company. 13F Pro's AI-powered ranking engine scores CTOS at 57.7/100 on a 32-signal composite quality model, placing it at rank #1,078 of 2,962 stocks — the top half of the AI-ranked universe. CTOS scores in the top quartile across earnings quality (95.5). Areas of concern include balance sheet strength (38.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Custom Truck One Source, Inc. reports quarterly revenue of $563.4M, net income of $10.4M, an operating margin of 8.3%. Top institutional holders of CTOS by reported 13-F value include Platinum Equity Advisors, DIMENSIONAL FUND ADVISORS, MIRAE ASSET GLOBAL ETFS Ltd., based on the most recent SEC filings. CTOS trades on the NYSE exchange and files with the SEC under CIK 1709682. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CTOS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Custom Truck One Source, Inc. directly from SEC EDGAR. Custom Truck One Source, Inc.'s 13F Pro composite quality score has ranged between 43 and 60 since 2021, currently 57.7 — an improving long-term trajectory across 66 quarterly and live scoring snapshots.
Revenue
Q2 2026
$563.4M
Net Income
Q2 2026
$10.4M
Operating Margin
Q2 2026
8.3%
ROIC
Q2 2026
7.5%
D/E Ratio
Q2 2026
2.04
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+7.9% YoYNet Income
-8.4% YoYOperating Income
-1.1% YoYEPS (Diluted)
-16.7% YoYTotal Assets
-1.7% YoYTotal Debt
+8.8% YoYOp. Cash Flow
+154.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.94B +7.9% | $1.80B -3.4% | $1.87B +18.6% | $1.57B +34.8% | $1.17B +285.5% | $302.7M |
| Net Income | $-31.1M -8.4% | $-28.7M -156.5% | $50.7M +30.3% | $38.9M +121.4% | $-181.5M -753.0% | $-21.3M |
| Operating Income | $124.9M -1.1% | $126.4M -26.1% | $170.9M +65.5% | $103.3M +346.2% | $-42.0M -343.3% | $17.2M |
| EPS (Diluted) | $-0.14 -16.7% | $-0.12 -157.1% | $0.21 +31.2% | $0.16 +121.3% | $-0.75 -772.1% | $-0.09 |
| Total Assets | $3.44B -1.7% | $3.50B +4.0% | $3.37B +14.6% | $2.94B +9.5% | $2.68B +249.3% | $768.4M |
| Total Debt | $1.67B +8.8% | $1.54B +2.1% | $1.50B +9.9% | $1.37B +3.6% | $1.32B +83.9% | $718.4M |
| Operating Cash Flow | $310.1M +154.2% | $122.0M +495.0% | $-30.9M -167.2% | $46.0M -66.9% | $138.9M +224.4% | $42.8M |
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Top Institutional Holders of CTOS
Platinum Equity Advisors, LLC/DE
$1.9B156,743,635 shDIMENSIONAL FUND ADVISORS LP
$72.9M6,172,555 shMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$72.7M6,156,876 shCanvas Wealth Advisors, LLC
$70.7M5,982,649 shBlackRock, Inc.
$54.0M4,574,024 shVANGUARD CAPITAL MANAGEMENT LLC
$30.5M2,578,410 shAllspring Global Investments Holdings, LLC
$29.7M2,692,878 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$26.0M2,202,031 shGOLDMAN SACHS GROUP INC
$22.2M1,877,617 shGEODE CAPITAL MANAGEMENT, LLC
$20.4M1,727,646 sh
| Fund | Value | Shares |
|---|---|---|
| Platinum Equity Advisors, LLC/DE | $1.9B | 156,743,635 |
| DIMENSIONAL FUND ADVISORS LP | $72.9M | 6,172,555 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $72.7M | 6,156,876 |
| Canvas Wealth Advisors, LLC | $70.7M | 5,982,649 |
| BlackRock, Inc. | $54.0M | 4,574,024 |
| VANGUARD CAPITAL MANAGEMENT LLC | $30.5M | 2,578,410 |
| Allspring Global Investments Holdings, LLC | $29.7M | 2,692,878 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $26.0M | 2,202,031 |
| GOLDMAN SACHS GROUP INC | $22.2M | 1,877,617 |
| GEODE CAPITAL MANAGEMENT, LLC | $20.4M | 1,727,646 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is CTOS a good stock to buy?
13F Pro's AI-powered analysis of Custom Truck One Source, Inc. (CTOS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CTOS are available on the CTOS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CTOS is classified as a mid company.
Which hedge funds own CTOS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CTOS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Custom Truck One Source, Inc.'s investment landscape.